WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
54 hedge funds and large institutions have $301M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.
Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
18
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Bank of America
Charlotte,
North Carolina
|
$44.7M |
| 2 |
BFG
2
Barber Financial Group
Lenexa,
Kansas
|
$14.2M |
| 3 |
3
Jane Street
New York
|
$10.8M |
| 4 |
4
Stifel Financial
St. Louis,
Missouri
|
$8.25M |
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
|
$7.9M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
HNB
51
Huntington National Bank
Columbus,
Ohio
| – | – | – | – |
|
|
FGAM
52
Financial Gravity Asset Management
Lakeway,
Texas
| $2.47K | 368 | -191 | -34% |
|
|
PTC
53
Private Trust Company
Cleveland,
Ohio
| $2K | 34 | +34 | New |
|
|
MCM
54
Mengis Capital Management
Portland,
Oregon
| – | – | -28,469 | Closed |
|
|
AAS
55
Avantax Advisory Services
Dallas,
Texas
| – | – | -20,777 | Closed |
|
|
AAS
56
Ameritas Advisory Services
Lincoln,
Nebraska
| – | – | -4,908 | Closed |
|
|
FAG
57
Fortitude Advisory Group
Gig Harbor,
Washington
| – | – | -3,479 | Closed |
|
58
Wells Fargo
San Francisco,
California
| $0 | 1 | -520 | -100% |
|
59
Koshinski Asset Management
Decatur,
Illinois
| – | – | -287 | Closed |
|
60
Morgan Stanley
New York
| – | – | -211 | Closed |
|
|
CFGS
61
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
62
Fidelity Investments
Boston,
Massachusetts
| $0 | 1 | +1 | New |
|